Recently, the engine technology of Chinese automakers has sparked the attention of Japanese media.

A Japanese media outlet reported that in terms of engine thermal efficiency, Chinese automakers are rapidly approaching, or even surpassing Japan. For Chinese automakers, competing on engine thermal efficiency is actually nothing new.

In the past few years, automakers like GAC, Chery, Geely, and Dongfeng have showcased thermal efficiency data one after another, rising from 44% and rolling to over 46%.Engines have not been eliminated by electrification; instead, they have found new value in the hybrid era.

But what is more worth attention is perhaps the "method of use" of these engines.

Most of them were previously used in extended-range and plug-in hybrid vehicles. In the past six months, more and more automakers have started to densely push high-thermal-efficiency hybrid-specific engines to "blue-plate" gasoline-hybrid models.

Recently launched Geely Emgrand i-HEV, achieved a fuel consumption of 2.22L per 100km, breaking the Guinness World Record held by the Toyota Prius.

In this market of oil-electric hybrids, Toyota and Honda have operated for decades, and domestic brands still couldn't truly conquer it.But now, this stronghold of Japanese cars also begins to be shaken.

Fully replacing fuel vehicles, has the opportunity for gasoline-hybrid vehicles arrived?

In recent years, the Chinese auto market has completed a switch from fuel to electricity, with NEV penetration rate exceeding 50%. But the gasoline-hybrid (HEV) stuck in the middle and marked as "blue-plate" side, has not been taken seriously by domestic brands.

Now, this pattern is quietly changing. At the end of last year, a batch of domestic cars like Geely Preface, Changan Eado, UNI-V, CS55, CS75, were filed with MIIT for gasoline-hybrid versions.

At the end of March this year, Changan took the lead in releasing Blue Whale Super Power Hybrid; in April, Geely, Great Wall, and GAC successively unveiled i-HEV, Super Smart HEV, and Xingyuan Super Dual Engine.These systems mostly jumped out of the old path of Japanese "fuel-based", taking electric drive as the main focus, and through new technologies like AI calibration, some models ran "2L-level" fuel consumption in challenge tests.

New cars are also landing successively. At the end of April, Geely Preface i-HEV, Xingyue L i-HEV were launched first; at the end of May, Changan 4th Gen CS75 PLUS, 4th Gen Eado's Blue Whale Super Power version were launched and delivered; on June 16, Geely Emgrand i-HEV was also officially launched.

The sales of this batch of new cars may need to be observed for a period, but these automakers exerting effort on gasoline-hybrid models collectively, has already explained that market patterns may produce changes. And the reason for changes has a certain relationship with policy factors.

Starting from 2026, new energy vehicle purchase tax changes from full exemption to half levy, and the plug-in hybrid pure electric range threshold for subsidies rises from 43km to 100km.A batch of short-range plug-in hybrids were blocked outside the policy door, and non-plug-in, non-reliant on charging piles, yet fuel-saving gasoline-hybrids, cost-performance ratio highlighted instead.

The principles of some gasoline-hybrid models and plug-in hybrid models are actually not much different. Both are engines with electric motors, the difference lies mainly in the battery.

Plug-in hybrids carry batteries of 10+ degrees or even larger, can get green plates, can be plugged in and driven as electric cars; gasoline hybrids have only 1 to 5 degrees small batteries, rely on engines and energy recovery to charge themselves, get blue plates.

The key lies in, among people buying short-range plug-in hybrids, many actually never charge, drive them as fuel cars. This way, that big battery becomes a burden that only increases vehicle weight and cost, yet serves no use. For this part of users, gasoline hybrids with smaller batteries, lower prices, drive away after refueling, are actually more practical.

From an industry perspective, the rise of gasoline hybrids has another layer of meaning.

Price wars have fought for more than two years, automakers have almost no profit left. Data from CPCA shows, in the first quarter of 2026, the automotive industry profit margin was only 3.2%, creating a new historic low.Since the beginning of this year, MIIT and CAAM have acted multiple times to "curb excessive competition", and in June also interviewed automakers suspected of irrational competition.

Compared to piling big batteries, fighting price wars, gasoline hybrid batteries are small, no charging system needed, vehicle cost can be further reduced. In the current situation where curbing excessive competition is the main tone, this road is actually more meaningful for the healthy development of the industry.

Going overseas collectively is the bigger battlefield for gasoline hybrids

Although relying on policy adjustments, gasoline hybrids have a larger space domestically, but looking at the overall picture, the trend of electrification is irreversible. Therefore, compared to domestic, overseas is the real imagination space for gasoline hybrids.

In recent years, exports have almost become another leg of Chinese automakers. Data from CAAM shows, in January-May 2026, Chinese auto exports were 4.059 million vehicles, up 63% year-on-year; while at the same time domestic market continued to bear pressure, light 5th month single month, domestic sales slipped over 20% year-on-year. Going overseas became the most important incremental value for automakers.

And in this game of going overseas, the space for gasoline hybrids may be larger than plug-in hybrids and pure electric.

Global passenger car annual sales about 70 million, among them non-plug-in/fuel vehicles still account for a large proportion, mostly distributed in markets with imperfect charging facilities and traditional driving habits.

Gasoline hybrids don't need charging, drive away after refueling, almost a "no-threshold" overseas solution. In Europe, gasoline hybrids were originally the best selling power type, 2025 new car market share about 34.5%, exceeding pure electric and plug-in hybrid sum.

And at the policy level, gasoline hybrids might also have more advantages. Chinese pure electric has long been subject to anti-subsidy tariffs added by the EU, and according to German media reports, the EU recently also prepares to deal with Chinese plug-in hybrids.Pure electric, plug-in hybrids may be restricted at present, non-plug-in gasoline hybrids, instead became a relatively steadier road.

In fact, there are already domestic brands relying on gasoline hybrids to verify the market overseas.

For Europe, SAIC MG specially made a non-plug-in gasoline-electric hybrid product line "Hybrid+", which is gasoline hybrid products, MG3, MG HS, MG ZS all have corresponding models.

Relying on this set of gasoline hybrid models, MG ZS Hybrid+ in UK 2025 first half registration over 11,000 units, won local small SUV gasoline hybrid market sales champion, forcing Toyota Yaris Cross and Nissan Juke behind. January-May this year, SAIC sold about 150,000 vehicles in Europe, continuing to rank first among Chinese brands, among them gasoline hybrids is the fastest growing part.

Presumably, besides MG, there will be more Chinese automakers successively spreading gasoline hybrid models overseas, and entering more markets.

And this road, destined to face giants like Toyota, Honda directly. Gasoline hybrids are actually the stronghold Japanese cars have operated for decades, only in 2025, Toyota global sold about 4.4 million gasoline hybrids, accounting for 40% of its total sales, in European market closer to two-thirds of total sales.Chinese automakers entering, means moved their most steady piece of cheese.

Such direct confrontation, actually has been played out in Southeast Asia.

This area once called Japanese "backyard" market, Japanese share once exceeded 80%, Thailand closer to 90%; while as BYD, SAIC, Great Wall and other brands entered on a large scale, Japanese brands retreated step by step.

2025, Southeast Asia six countries Japanese cars sales about 2.27 million vehicles, down more than 20% year-on-year. In Thailand, Japanese share already slipped from more than 90% to around 70%, Suzuki, Subaru even directly withdrew from Thailand local production.

And this time, Chinese automakers to grab, no longer just electric vehicle incremental value, but Japanese rely on for decades gasoline hybrid basic plate.

Written at the end:

Decades ago, Toyota used a Prius, wrote "fuel-saving" standard answer for gasoline hybrids; decades later, this Japanese car's most steady brand, is now being chased by Chinese automakers from domestic to overseas.

Of course, decades of accumulated reputation, won't collapse overnight. Long-term reliability of hybrids, overseas tariffs that may be added anytime, are tests that cannot be bypassed.

But one point is already clear — that hurdle that could be bypassed through "bend" in the past, this time, Chinese automakers choose on "straight road", facing head-on across.

Which domestic SUV is the most surprising in 2026? Of course, it's the BJ30 Traveler. Not because it's luxurious, nor because it runs fast, but because it sold 150,000 units in six months, becoming the model that reached this number the fastest in the Chinese light off-road SUV category.

Even more surprising, CCTV Finance actually live-streamed the disassembly of a BJ30 Traveler that had driven 150,000 kilometers. 150,000 kilometers is equivalent to the mileage of an ordinary family driving for over ten years. Upon opening it up, the engine turbo is clean, the transmission casing has no oil stains, and the chassis flatness is not much different from a new car.

To be honest, this "hardcore sales" method is more convincing than hiring a hundred celebrity endorsers. The question arises: In the 100,000 yuan-level SUV market which is competitive to the max, on what basis does the BJ30 Traveler break through the encirclement? The answer is super off-road, super large, super fuel-saving.

First, let's talk about "Super Off-Road": It's not a hardcore off-roader, but it can go wilder than you think

Many people sneer at the word "light off-road", thinking it's just a city SUV with a boxy shell. But the BJ30 Traveler is different; it has over sixty years of Beijing Off-road blood flowing through its bones.

How to understand its off-road capability? I'll use a football formation analogy—"433". Three forwards are responsible for attack, corresponding to its powertrain system; three midfielders are responsible for organization, corresponding to escape capability; four defenders are responsible for defense, corresponding to terrain modes. This system can attack and defend well, it's absolutely not a fake setup.

Let's talk about power first. The BJ30 Traveler uses a "Three Motors, Four-Wheel Drive, Six Modes" HEV hybrid architecture. In plain language: it has three hearts - a hybrid-specific engine good at long-distance fuel saving, a front motor responsible for recharging anytime, and a rear motor with super strong explosive power. The three "people" cooperate by division of labor, using electricity in the city, fuel on the highway, and both going up for climbing, always keeping the car in the most fuel-efficient and powerful state.

Then talk about escape. The electronically controlled energy center lock can adjust front and rear axle power distribution within milliseconds. Four-wheel electronic traction control can intervene in 0.03 seconds. The maximum wheel-end torque reaches 5928N·m. What does that mean? Mud, sand, cross-axis, other city SUVs have to walk carefully around, the BJ30 Traveler just turns a knob to get through.

You might think these numbers are far from you, so let me rephrase: A while ago, automotive bloggers from five countries (South Africa, Indonesia, UAE, Poland, Mexico) tested the fuel consumption of several domestic SUVs under extreme road conditions. The result is the BJ30 Traveler achieved fuel consumption of less than 5 liters per 100 kilometers in every country. South African wildlife reserve unpaved roads, 4.9 liters; UAE high-temperature desert highway, 4.9 liters; Poland icy snowy winding mountain roads continuous climbing, 4.85 liters.

What does this mean? It means you drive it to Inner Mongolia grasslands, Yunnan mountain roads, Xinjiang Gobi, and your heart is at ease. It's not that kind of "showpiece" that can only put on a show on paved roads, but a partner that can really take you into the mountains and also bring you back safely.

Next, let's talk about "Super Large": Moving doesn't need Huolala, family travel is no compromise

If "super off-road" is a bonus item, then "super large" is the core reason many families buy it.

First look at a set of numbers: 2820 mm wheelbase, 66% utilization rate, 1496 liters trunk volume. These parameters might be a bit abstract, but substitute a few specific scenarios, and it's easy to understand.

First is moving. Have you experienced the dilemma of calling Huolala? If not much stuff, it's not worth it; if more stuff, have to pay extra. After the BJ30 Traveler's trunk is folded down, the volume is close to 1500 liters. Snowboards, camping tents, three suitcases, plus hometown specialties stuffed by parents, all done in one trip. The key is after the rear seats are folded flat, it becomes a 1.92-meter bed. Lay a mattress and sleep. Tired from moving, just nap in the car, saving even hotel money.

Next is family travel. The BJ30 Traveler has a three-row seven-seater layout. Sitting a 1.8-meter tall adult in the third row, knees don't hit, headroom is not pressed. This is almost unique in 100,000 yuan-level SUVs. 38 storage spaces in the whole car, umbrellas, water cups, laptops, children's milk bottles... every item has its own "exclusive seat", no need to pile up messily on the center console anymore.

Also camping. No need to set up a tent, no need to book a hotel, rear seats folded down is a bed. The 1.05 square meter panoramic sunroof opens, lie in the car at night to watch stars, that experience is better than any influencer homestay.

Someone might say: "I don't move, don't camp, what do I need such large space for?" But think about it, even if just daily commuting, taking parents and children to the supermarket on weekends, pulling some New Year goods during holidays, large space is never a burden, but the confidence of "I can use it, but you can't not have it".

Finally look at "Super Saving": Saving money, saving time, saving worry, people living life are all calculating this account

Buying a car is for a moment, using a car is long-term. The smartest part of the BJ30 Traveler is that it calculates the family user's economic account thoroughly.

Let's talk about saving money first. The five-country test mentioned earlier, fuel consumption under 5 liters per 100km. Let's calculate at 4.9 liters, drive 15,000 km a year, gas price 8.5 yuan, yearly fuel cost is about 6,247 yuan. For fuel SUVs of the same level, fuel consumption at least 8-9 liters per 100km, yearly fuel cost easily over 10,000 yuan. Just fuel money saves 3-4 thousand a year, drive for five years save 15,000 to 20,000 yuan, enough to buy two new phones.

Then talk about saving time. The BJ30 Traveler is HEV hybrid, no need to find charging piles, no need to queue to charge, no need to argue with property management to install charging piles. Add gas and go, three minutes full blood revival. In a year, save dozens of hours of recharging time, these times to accompany family, watch dramas, isn't it a good idea?

Finally talk about saving worry. First owner whole vehicle lifetime warranty, engine, transmission, 99% of parts are within guarantee scope. No safety hazard of high-voltage battery pack, maintenance simple, parts sufficient, almost any repair shop in the country can fix. 150,000 km disassembly also proved its durability - no rust, no oil leak, no obvious wear. This means low maintenance cost, long car replacement cycle, long-term holding completely no pressure.

"All-Round Traveler" you can drive home for 70,000 yuan, what are you hesitating for?

After talking about the product, we have to calculate the account. The BJ30 Traveler series now launches "30,000 yuan Super Trade-in Policy", no brand limit, no year limit. Even if you have an old car driven for ten-plus years or a commuter motorcycle in hand, can exchange for 30,000 yuan subsidy. New users without old cars, present driver's license to store and enjoy 30,000 yuan directly.

Calculating down, BJ30 Traveler Fuel Standard Version Super Trade-in Price is only 69,900 yuan, seven-seater version 84,900 yuan, Hybrid Advanced Version 106,900 yuan. While the newly launched Highlight Version, Fuel Version 82,900 yuan, Hybrid Version 109,900 yuan. That is to say, you only need to spend the money of a micro electric car, you can drive away a hybrid box that can carry and go off-road, one tank of fuel runs over 1,000 kilometers.

Don't forget there are five gifts: First owner gets value 6,000 yuan whole vehicle lifetime warranty, 0 down payment financial policy, old brings new sends JD Card, OTA lifetime free upgrade, basic traffic lifetime free. Buying car during World Cup can guess champion win 50,000 yuan subsidy.

Back to the question at the beginning: On what basis did the BJ30 Traveler sell 150,000 units explosively? Because it achieved the level of "can carry, can off-road, and fuel saving" in the 100,000 yuan price range where almost no one can do, then used a price that is impossible to refuse, handed the right of choice to every ordinary family's hand. For those who don't want to compromise, but also don't want to spend more money, this car might be the one worth buying most in 2026.

Dengan elektrifikasian dan kecerdasan buatan yang semakin mendalam, syarikat rantaian bekalan utama industri automotif mula bergerak dari belakang tabir ke hadapan, mengalami lonjakan peranan semasa perubahan besar dalam industri automotif dan pembinaan semula ekosistem industri. Mereka bukan lagi sekadar penyedia komponen seperti dahulu. Logik asas 'naik taraf' ini ialah memanfaatkan landasan baharu elektrifikasian dan kecerdasan buatan untuk melakukan penukaran paradigma teknologi, mencapai premium teknologi, dan menjadi pengendali dan peserta setara dalam definisi lapisan teknologi asas kereta baharu bersama pengeluar kereta. Ini seterusnya mencapai premium jenama di mana pengaruh terus menyentuh pengguna. Industri rantaian bekalan automotif menghadapi peluang strategik untuk kemajuan menyeluruh.

Berkaitan dengan kemajuan syarikat rantaian bekalan, majalah 'Auto Zhongheng' membuat laporan khas 'Cerita Penutup' dalam edisi ini.

Pada masa ini, industri tenaga baharu berdiri pada titik sejarah baharu. Dalam proses sejarah pertemuan revolusi tenaga dan revolusi sains serta teknologi, di mana realiti dan masa depan bertindan, CATL sentiasa menjawab satu soalan dengan tindakan: Bagaimana membina nilai jangka panjang yang pasti di dunia yang tidak pasti?

Laporan kewangan CATL menunjukkan, pendapatan tahun 2025 mencecah 423.702 bilion yuan, laba bersih 72.201 bilion yuan, pangsa pasaran global mencapai 39.2%, telah menduduki tempat pertama dunia dalam penggunaan bateri pencetus kuasa selama 9 tahun berturut-turut. Yang menarik, syarikat rantaian bekalan di hulu pembuatan kereta lengkap ini, laba bersih tahun lalu melebihi jumlah gabungan laba 13 syarikat automotif utama yang tersenarai. Perlecehan 'Syarikat kereta berkhidmat untuk Raja Ning', nampaknya telah menjadi realiti.

Di sebalik fenomena ini, adalah pengaruh CATL terhadap pengeluar kereta utama global. Permulaan segala-galanya ini adalah kedudukan teras bateri pencetus kuasa dalam industri kereta baharu - bateri pencetus kuasa mewakili kira-kira 40% kos kereta lengkap, yang tidak dapat dinafikan sebagai 'Jantung' kereta baharu. Bagi pengeluar kereta, bekalan bateri yang stabil dan boleh dipercayai, sudah lama meningkat daripada keperluan asas jaminan kepada keperluan strategik teras yang berkaitan dengan daya saing produk dan pembangunan jangka panjang. Bagi CATL, bagaimana menukar 'Pelanggan Utama' kepada 'Mitra Strategik', adalah juga subjek penting menentukan batas atas peta perniagaannya.

Lalu, bagaimana CATL sebenarnya 'mengikat' hampir separuh daripada industri automotif ini dengan sendirinya? Setelah dipertimbangkan, dari pembekal bateri pencetus kuasa hingga penyedia ekosistem tenaga serba, CATL telah membina satu sistem pengikatan mendalam yang merangkumi modal, kapasiti pengeluaran, penyelidikan, bekalan, ekosistem dll. Selama lebih 10 tahun. Sistem inilah yang memasukkan pengeluar kereta utama global ke dalam peta industri CATL, mencapai lonjakan dari 'Menjual Bateri' ke 'Menetapkan Piawaian, Membina Ekosistem', juga merombak hubungan 'Kereta-Komponen' antara syarikat rantaian bekalan dan pengeluar kereta.

Pengikatan Modal

Dalam gelombang rekonstruksi industri automotif oleh elektrifikasian, CATL melompat keluar dari model tunggal pembekal tradisional 'hantar barang ambil duit', menggunakan pelbagai kaedah modal seperti pelaburan langsung, penyertaan strategik, dan penguasaan kongsi untuk menembusi struktur pemilikan syarikat kereta. Mengubah hubungan permintaan-pasaran menjadi komuniti kepentingan, badan perkongsian strategik, mencapai pengikatan menyeluruh dari aspek dana, suara, dan sumber, memperkukuh asas kuasa industri.

Menurut anggaran tidak lengkap, sehingga akhir Mei 2026, syarikat kereta lengkap tenaga baharu yang CATL telah melabur sama ada secara langsung atau tidak langsung melebihi 10 buah. Tindakan terkini, pada 25 Mei 2026, Kongsi Seres mengumumkan, anak syarikat Chongqing Landian Technology menerima penambahan modal 6.671 bilion yuan dari lima pelabur. Dalam senarai pelabur, Ningbo Meishan Free Port Wending Investment (berikutnya 'Wending Investment') menempati tempat ketiga dengan sumbangan 984 juta yuan, pegangan saham 9.878%. Wending Investment ini ialah anak syarikat yang 100% dimiliki oleh CATL.

Beberapa hari sebelum itu, 12 Mei 2026, jenama kereta baharu pintar GAC Group bersama Huawei Qiankun 'Qijing' mengumumkan telah melengkapkan peningkatan modal strategik melebihi 1 bilion yuan, oleh CATL, platform pelaburan Bosch dan modal SOE lain. Diketahui, pelaburan CATL kali ini melalui Wending Investment milik tunggal menyuntik 300 juta yuan, sebagai pelabur tunggal terbesar.

Sebenarnya, peta pelaburan CATL jauh melebihi ini. Dalam dunia tenaga baharu, 'Raja Ning' bukan sekadar penjual bateri, lebih seperti pemain super membawa peta modal ke sana sini untuk 'mengkumpul'. Pada 2021, CATL melabur 770 juta yuan, menjadi pemegang saham kedua terbesar Avatr dengan 23.99% saham. Ketika itu terbentuk model CHN (iaitu Changan + Huawei + CATL) yang unik. Sebagai balasan, Avatr tidak hanya mempunyai bateri CATL sebagai piawaian semua model, malah melancarkan secara global platform Pan Shi CATL.

Selain itu, CATL juga pelabur awal Zeekr, menyertai putaran Pre-A Zeekr. CATL tidak hanya memegang kira-kira 2.97% saham Chery melalui Wending Investment, kedua-dua pihak juga menubuhkan syarikat patuh modal 'CATL Chery' bernilai 2 bilion yuan. SAIC dan CATL sebenarnya sudah lama rakan kongsi, CATL memegang 0.48% saham IM Motors di bawah SAIC. Dalam pembiayaan besar BAIC EV pada akhir 2024 melebihi 8 bilion yuan, CATL menyuntik 200 juta yuan untuk memegang saham.

Dalam bidang kenderaan dagangan, Mac 2026, Puquan Capital di bawah CATL terlibat memimpin pembiayaan 1.2 bilion yuan untuk 01 Auto. November 2025, FAW Jiefang mengumumkan penambahan modal 191 juta yuan untuk syarikat patuh 'Jiefang CATL', CATL menyuntik serentak, tiga pihak合计 412 juta yuan. Syarikat patuh yang ditubuhkan 2023, dimiliki 50% FAW Jiefang dan CATL, hanyalah gambaran kecil bagaimana CATL mengikat pengeluar kereta melalui ikatan modal dalam beberapa tahun kebelakangan ini.

Di pasaran luar negara, CATL juga menggunakan logik patuh saham. 10 Disember 2024, CATL dan Stellantis masing-masing memegang 50%, melabur 4.1 bilion Euro membina kilang bateri Lithium Besi Fosfat besar di Zaragoza, Sepanyol, produk khas untuk model Eropah Stellantis. Ikatan modal membantu CATL menembusi pengeluar kereta utama luar negara.

Sememangnya, CATL pernah tersangkut dalam pelaburan syarikat kereta. Contohnya, CATL pernah memegang 2.67% saham Neta Auto, pada awal juga melabur Aiways Auto. Namun kedua-dua pengeluar kereta baharu ini dari keadaan semasa, sudah hampir keluar dari pasaran.

Pengikatan modal CATL, bukan sekadar pelaburan kewangan, tetapi rancangan strategik merekonstruksi hubungan Kereta-Komponen, menguasai kuasa industri. Model jejaring modal ini, membuat CATL dari pembekal bateri mudah, naik taraf menjadi rakan strategik pengeluar kereta, komuniti kepentingan, menguasai pendorong industri dalam gelombang elektrifikasian, meletakkan asas modal kukuh untuk pengikatan menyeluruh teknologi, kapasiti, ekosistem dll.

Penguncian Kapasiti

Jika modal adalah rangka ikatan, maka kapasiti adalah daging dan darah. Dalam persekitaran industri di mana keperluan bateri siklikal tegang, harga bahan asas berubah, kapasiti stabil adalah daya saing teras. Strategi pengikatan kapasiti CATL boleh diringkaskan dalam satu ayat: Bina kapasiti bateri di tempat yang paling memerlukannya - kilang super bersebelahan pengeluar kereta, bahkan bina di dalam bengkel pelanggan. CATL melalui talian khusus, kilang dalam kilang, tapak wilayah tiga model, memberi jaminan kapasiti pasti untuk pengeluar kereta yang bekerjasama, mencapai pengikatan mendalam dengan 'Penguncian Kapasiti'.

30 Jun 2025, CATL mula beroprasi dua talian bateri high-end CTP 2.0 di Kilang Super Seres, kali pertama CATL bekerjasama dengan pengeluar kereta menggunakan model 'Kilang Dalam Kilang', membekalkan sistem bateri pencetus kuasa untuk pengeluaran tempatan model AITO. Model 'Kilang Dalam Kilang' adalah model kolaborasi rantaian bekalan inovatif, CATL membina talian bateri terus di dalam Kilang Super Seres, mencapai pengurusan kitaran efisien dari turun kepasang. Bateri mencapai 'Hasil serta pasang', menjimatkan pembungkusan, pengangkutan, gudang dll, masa respons rantaian bekalan dipendekkan ke tahap 20 minit.

Jika 'Kilang Dalam Kilang' hanyalah ujikaji model inovatif, maka syarikat patuh bateri pencetus kuasa yang CATL menubuhkan dengan SAIC, GAC, FAW, Dongfeng, Geely, Changan dll seperti CATL SAIC, CATL GAC, CATL Geely, CATL Chery, biasanya memegang 51% saham, menguasai kuasa kawalan. Sejak 2017, CATL dan SAIC menubuhkan 'CATL SAIC Battery Co Ltd', pelaburan total melebihi 10 bilion yuan. Penyusunan strategik ini membolehkan SAIC menikmati keuntungan dalam gelombang transformasi tenaga baharu seterusnya. Apabila pesaing lain beratur di pintu pejabat CATL untuk merebut bateri, SAIC melalui talian khusus CATL SAIC, dapat mengambil bateri yang sesuai keperluan custom mereka dengan selamat.

13 Februari 2026, CATL Chery (Hefei) New Energy Technology Co Ltd rasmi ditubuhkan, modal berdaftar 2 bilion yuan, dimiliki bersama CATL, Chery Auto, Chery Commercial Vehicle (Anhui), dimana CATL 51%, dua lagi 49%. Mengikut perjanjian, Chery akan dapatkan keutamaan bekalan bateri Qilin CATL, bateri Natrium Ion dll. CATL pula melalui kebenaran teknologi dan penyelidikan bersama, menggalakkan penggunaan teknologi inovatif seperti bateri separa pepejal, model tukar bateri pada model high-end Chery.

Di kilang yang diletakkan di luar negara seperti Jerman, Hungary, Indonesia, CATL juga mencapai 'Di mana kereta, di situ kapasiti bateri'. Untuk Tesla, Volkswagen, BMW, tapak Eropah dekat disediakan. Untuk Chery, Geely, Leapmotor yang keluar negara, tapak Asia Tenggara mengikut serentak. Susunan kapasiti serantau elak penghalang perdagangan, risiko logistik, perubahan mata wang, membiarkan pengeluar kereta di pasaran global selalu ada jaminan bateri stabil.

Logik asas penguncian kapasiti, adalah menggunakan bekalan pasti melawan kitaran tidak pasti. Bagi pengeluar kereta, jaminan kapasiti CATL bermaksud kereta baharu tidak 'tersangkut', penghantaran musim puncak tidak kehabisan stok, ekspatriat luar negara tiada risau. Bagi CATL, mengunci kapasiti = mengunci jualan, tingkatkan kegunaan kapasiti, tekan kos pelaburan, bentuk kesan skala dan kelebihan kos.

Penyelidikan Dini

Jika penguncian kapasiti mengikat kini, maka penyelidikan dini mengikat masa depan. Bekalan bateri tradisional adalah model penyelarasan 'Syarikat kereta buat permintaan, kilang bateri buat produk' di belakang, tetapi CATL membawa penyelidikan ke hadapan sepenuhnya, mencapai pembangunan serentak kereta dan bateri, definisi bersama, ujian bersama, dari penyelarasan pasif ke kreasi aktif, realisasi ikatan melalui penanaman mendalam teknologi.

17 Disember 2025, CATL dan Voyah Auto tandatangan perjanjian kerjasama mendalam 10 tahun. Mengikut perjanjian, CATL akan bantu Voyah pembangunan model baharu, bekalkan teknologi bateri teratas, terapkan secara luas jenama bateri Qilin, Shenxing, Xiaoyao pada model Voyah. Ini bermakna perancangan produk Voyah akan selari dengan inovasi teratas bidang bateri. Pandangan kerjasama kedua-dua pihak telah berkembang dari unit kuasa tunggal ke model tukar bateri, integrasi CIIC, platform Pan Shi, V2G dll mewakili bidang ekosistem keluaran masa depan.

Sememangnya, logik penyelidikan dini CATL bukan sekadar satu pengeluar kereta. 11 November 2025, CATL dan GAC Group tandatangan perjanjian strategik kerjasama menyeluruh 10 tahun. Kedua-dua pihak akan lakukan penyelidikan bersama di bidang teratas seperti底盘 pintar, ekosistem tukar bateri, berdasarkan akumulasi dalam bateri pencetus, sistem simpanan tenaga, perkhidmatan tenaga, bersama bangun model EV lebih kompetitif. Bagi perancangan model GAC Trumpchi, kedua-dua pihak sedang giat terapkan teknologi platform Pan Shi.

Sejak 2025, CATL telah rakan kongsi dengan beberapa syarikat kereta - bukan hanya GAC, JAC, malah termasuk Li Auto, Seres dll pelanggan teras. Syarikat bateri dan pengeluar kereta sedang melangkah bersama melebihi permainan beli jual tradisional, bergerak penuh ke fasa baharu ikatan mendalam dan kreasi nilai. Sistem penyelidikan CATL kini mempunyai 'kehadapan' lebih kuat: apabila teknologi bateri generasi seterusnya masih dalam lab, CATL sudah bersama rakan kongsi merancang struktur platform model masa depan.

Makna mendalam penyelidikan dini, ia mengubah CATL dari pembekal responsif pasif, kepada pembentuk piawaian yang aktif definisi laluan teknologi masa depan. CATL keluar Qilin Condensed State Battery 26 Februari 2026, ketumpatan tenaga 500Wh/kg, rancangan akhir tahun pasang pertama pada Nio ET9 dan Zeekr 001 FR. Penerokaan teknologi yang masih teratas industri ini, sedang menjadi penguat ikatan CATL untuk pelanggan high-end yang paling kuat.

Binaan Ekosistem Bersama

Sebenarnya, bidang perniagaan CATL jauh melebihi bateri, ia sedang hantar sasaran elektrifikasian ke langit rendah, kapal, pusat data, perluas rangkaian tukar bateri, bina ekosistem karbon sifar, sempurnakan ekosistem industri dan hantar rantaian nilai. Berkaitan dengan pengeluar kereta, CATL sedang bina ekosistem tukar bateri, simpanan tenaga, cas, tenaga hijau, kitar semula menyeluruh, realisasi ikatan tidak boleh diganti dengan benteng ekosistem.

Dalam bidang tukar bateri, CATL asaskan tukar bateri Coklat, Qiji Truk Berat tukar bateri, bersama Changan, Chery, GAC, Seres, SAIC GM Wuling, BAIC dll bina rangkaian kongsi Super Exchange, bina stesen tukar, kongsi blok tukar, piawaian antara muka sama. 25 April 2026, Chery Auto, Chery Green Energy, CATL, CATL Electric Service tandatangan perjanjian strategik, pihak-pihak akan tumpu布局 'Super Charge + Tukar Bateri', ekosistem tenaga hijau, Chery Auto akan terapkan sepenuhnya sistem tukar bateri coklat CATL & CATL Electric Service. Kerjasama CATL & GAC Group lebih menyeluruh, meliputi aplikasi底盘 pintar, penyelidikan bateri bersama, bina ekosistem tukar, inovasi platform elektrifikasian, juga akan buat kerjasama jangka panjang dalam bidang sewa bateri, bina stesen bersama.

Taman Sifar Karbon adalah projek CATL sedang teraju, kini telah di Shandong Dongying, Fujian Xiamen, Shanxi Datong, Jiangsu Yancheng dan Hainan, bina taman sifar karbon melalui 100% tenaga hijau langsung dan teknologi sumber-jaringan-beban simpanan terpadu asaskan base pembuatan hijau. 26 Julai 2025, taman perindustrian sifar karbon 100% tenaga hijau langsung pertama CATL teraju di Shandong Dongying mula dibina, pelaburan total melebihi 10 bilion yuan, projek menggunakan 'Fusi Angin Cahaya + Teknologi Grid Construction' membina sistem tenaga bebas, melalui elektrik angin, matahari, sistem simpanan langsung kilang. Sasaran akhir CATL adalah cipta solusi sifar karbon panorama, satu, seperti tenaga hijau langsung, taman sifar karbon, sumber-jaringan-beban simpanan, simpanan grid construction.

Kitar semula bateri buangan, adalah kepingan puzzle terakhir kitaran penuh pengurusan kitar hayat bateri. CATL melalui kaedah kitar semula, proses, taja, sintesis logam seperti Niobium, Cobalt, Manganese dalam bateri buangan, dan kitar semula logam tembaga, aluminium yang dikumpul melalui pihak ketiga, pastikan sumber logam penting pengeluaran bateri kitar semula berkesan. CATL bina kitar lengkap 'Pengeluaran - Penggunaan - Berperingkat - Kitar Semula', beri servis kitar semula bateri, guna berperingkat, bahan kitar semula kepada pengeluar kereta yang bekerjasama. Melalui kitar semula dan kitar semula skala besar, kurangkan kos bahan asas, balik bantu daya saing harga bateri kereta lengkap, bentuk perkongsian nilai rantaian lengkap.

Selain itu, di pasaran luar negara, CATL bersama Chery, Yutong, Geely, Dongfeng dll teraju 'Kereta-Bateri Integrasi' keluar negara, tapak bateri luar negara ikut laju keluar negara kereta lengkap, beri servis global warranty, servis tempatan, rantaian bekalan. Pengeluar kereta keluar negara tidak hadapi masalah adaptasi, pensijilan, bekalan bateri lagi, CATL ikut keluar negara kereta lengkap perluaskan bahagian global, bentuk ikatan ekosistem global.

Makna strategik bina ekosistem bersama jauh melebihi kerjasama perniagaan. Apabila CATL tidak hanya menguasai pembuatan bateri, tetapi menguasai rangkaian tukar bateri, data Paspor Bateri (CATL Feb 2026 bersama BMW uji data lintas negara 'Battery Passport' EU), pengurusan kitar hayat kitar semula bateri, ia dari pembekal komponen, jadi platform infrastruktur ekosistem keluaran EV. Pengeluar kereta dalam ekosistem ini masih bermain peranan buat kereta, tetapi rancangan tenaga, pengurusan bateri, servis data, malah dimensi pengalaman pengguna, akan masuk ke ekosistem CATL. Ikatan tahap ekosistem ini, jauh melebihi produk dan harga, membentuk 'Masyarakat Nasib Sepakat' yang sebenar.